Private Trust Company’s Doximity DOCS Stock Holding History

Private Trust Company’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-105	Closed	-$2.18K	–	2826
2026 Q2	$2.18K	Sell	105 -49	-32%	-$1.08K	﹤0.01%	2486
2026 Q1	$3.59K	Hold	154	–	–	﹤0.01%	2275
2025 Q4	$6.82K	Hold	154	–	–	﹤0.01%	2067
2025 Q3	$11.3K	Hold	154	–	–	﹤0.01%	1866
2025 Q2	$9.45K	Hold	154	–	–	﹤0.01%	1844
2025 Q1	$8.94K	Buy	154 +46	+43%	+$2.9K	﹤0.01%	1840
2024 Q4	$5.77K	Hold	108	–	–	﹤0.01%	1935
2024 Q3	$4.71K	Hold	108	–	–	﹤0.01%	1965
2024 Q2	$3.02K	Hold	108	–	–	﹤0.01%	2079
2024 Q1	$2.91K	Buy	108 +12	+13%	+$342	﹤0.01%	2055
2023 Q4	$2.69K	Hold	96	–	–	﹤0.01%	2077
2023 Q3	$2.04K	Hold	96	–	–	﹤0.01%	2114
2023 Q2	$3.27K	Buy	+96	New	+$3.2K	﹤0.01%	1997

Other funds holding DOCS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Private Trust Company's DOCS Position: Q3 2026 in Review

Private Trust Company sold out of Doximity (DOCS) in Q3 2026, closing a stake of 105 shares — an estimated $2.18K sold.

Private Trust Company first reported a position in DOCS in Q2 2023 and held it in 13 quarters. The position peaked at $11.3K in Q3 2025. 38 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

Private Trust Company reported no remaining Doximity position as of Q3 2026 after selling out during the quarter.
Private Trust Company sold 105 Doximity shares in Q3 2026, an estimated $2.18K.
Private Trust Company first reported a position in Doximity in Q2 2023 and held it in 13 quarters.
Private Trust Company's Doximity position peaked at $11.3K in Q3 2025.
38 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.